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How to Set Up WhatsApp Business: Profile, Catalog and Auto-Replies

Practice4 min

In short

Install WhatsApp Business on a work number, fill in the profile and catalog, turn on greeting and away messages, create quick replies and labels, and share a wa.me short link with a QR code.

Short answer

WhatsApp Business is a free app for small companies. The basic setup takes an evening and comes down to six steps: profile, catalog, labels, greeting and away messages, quick replies, short link. Almost everything lives in the app settings under "Business tools".

Before you start: which number

  • One number works either in regular WhatsApp or in WhatsApp Business. When you switch on the same phone, the app offers to move your chats.
  • Use a dedicated work number, not an employee's personal one: if that person leaves, customer conversations stay with the company.
  • You can link a computer and other devices to the account, so replying from a laptop is easy.

Step 1. Business profile

The profile is the first thing a customer sees when opening the chat. Fill in every field:

  • name — the way customers know you, no extra words or emojis;
  • category — tells people what you do;
  • description — one or two sentences: what you do, for whom, where;
  • address and business hours — the hours are used later by the away message;
  • website, email, social links;
  • logo — square and readable in a small circle.

Step 2. Catalog

The catalog shows products and services right inside the chat. For each item, add a photo, name, price, short description, website link and item code. Group items into collections: "New", "Delivery", "Services".

Customers can open the catalog from your profile, build a cart and send it to you as a message. Managers, in turn, share an item card in a couple of taps instead of describing it by hand.

Step 3. Labels

Labels are colored tags for chats. The app has a default set, but it is better to match it to your sales process:

  • New customer
  • Waiting for reply
  • Awaiting payment
  • Paid
  • Returning customer

Filter chats by label and within a minute you see who needs a payment reminder and whom to thank.

Step 4. Greeting and away messages

The greeting message is sent automatically when a customer writes for the first time or after a long pause in the conversation. A good greeting is short and suggests the next step:

Hello! This is Example Store. Tell us what you are looking for or open the catalog in our profile. We reply from 9:00 to 19:00.

The away message can be sent always, on a custom schedule, or only outside the business hours from your profile. For both messages you choose the audience: everyone, only people not in your contacts, or specific people.

Be honest: don't promise "we reply in 5 minutes" if nobody answers on weekends.

Step 5. Quick replies

Quick replies are templates you call with / in the input field. Create them for recurring questions:

  • /price — prices and terms;
  • /delivery — delivery and timing;
  • /pay — payment methods;
  • /address — address and landmark.

You can attach a photo or video to a template. Reread the texts regularly: an outdated price in a template quickly turns into a dispute.

Customers don't need to save your number — a link is enough. Business tools include a short link with a QR code and a prefilled message. You can also build the link yourself: the number in international format without "+", spaces or dashes:

https://wa.me/998901234567?text=I%20want%20to%20ask%20about%20delivery

Spaces in the text become %20. Put the link in your social media bio, on the website, in your Telegram channel, on packaging and business cards.

Common mistakes

  • a wall-of-text greeting — customers skip it and ask their question anyway;
  • a catalog without prices or with outdated items — creates extra questions;
  • labels created but never applied — then they are just colored dots;
  • a manager's personal number — the whole conversation history leaves with them.

When you have many operators, need CRM integration, a chatbot or bulk notifications, the app is no longer enough — the next step is the WhatsApp Business Platform with its API.

FAQ

The app itself is free. What can be paid is working through the API platform, where certain message types are billed.

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